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Introduction to ForceAcademy training materials

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Written by Training
Updated today

In this Knowledge Base section, you’ll find all the training materials needed to achieve certifications in ForceManager. We’ve organised the learning into three main areas that cover various levels and roles within the CRM: General ForceManager Certification, Admin Certification, and Team Leader Certification. Each area includes videos and resources that will help you master key ForceManager tools and functionalities tailored to your specific role.

What’s in Each Section?

  1. CRM Certification:

    • Designed for all users looking to gain a comprehensive understanding of ForceManager’s essential features, this certification provides video guides and articles on managing contact information, recording sales activities, and optimising account and opportunity management.

  2. Admin Certification:

    • This advanced level is aimed at users responsible for managing and configuring ForceManager for their organisation. The videos in this section offer a complete walkthrough of admin tools, covering user management, roles, permissions, customising fields and value lists, API integration, and much more.

  3. Managers Certification:

    • Geared towards sales team leaders, this certification covers tracking team activities, analysing the sales pipeline, and generating performance reports. The materials are designed to help you maximise team efficiency and productivity using ForceManager.

How to Use This Section

Each certification module includes a series of videos that guide you step-by-step through the main ForceManager functionalities for your role. You can watch these videos at your own pace, making sure your learning fits your schedule.

If you’re ready to expand your knowledge and gain certification in ForceManager, we invite you to start with the section best suited to your role and make the most of ForceAcademy’s learning resources. Happy learning!

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